Morgan Rosel Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History
Morgan Rosel Wealth Management, LLC
- $366 Million
- Q3 2025
A detailed history of Morgan Rosel Wealth Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 31,856 shares of VOT stock, worth $8.91 Million. This represents 2.56% of its overall portfolio holdings.
Number of Shares
31,856
Previous 29,003
9.84%
Holding current value
$8.91 Million
Previous $8.25 Million
13.46%
% of portfolio
2.56%
Previous 2.37%
Shares
3 transactions
Others Institutions Holding VOT
# of Institutions
1,150Shares Held
41.3MCall Options Held
15KPut Options Held
9.2K-
Axiom Advisory, LLC San Diego, CA3.1MShares$868 Million6.91% of portfolio
-
Morgan Stanley New York, NY2.93MShares$819 Million0.05% of portfolio
-
Assetmark, Inc2.16MShares$604 Million1.39% of portfolio
-
Royal Bank Of Canada Toronto, A61.97MShares$552 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC1.93MShares$539 Million0.04% of portfolio